Google gains 25M subscribers in Q1, driven by YouTube and Google One

Google added another 25 million paid subscriptions to its services last quarter, parent company Alphabet announced in its first quarter. benefits on the third. The company said it now has 350 million paid subscribers to its services, from 325 million in Q4 2025and YouTube and Google One – its cloud storage and subscription service – plans are driving recent growth.

The income statement They did not disclose the number of Gemini subscribers or monthly users. But the opportunity to move forward Gemini pictures it is now bound by it Google One planswhich is growing.

The lack of hard numbers may indicate that the Gemini chatbot still has more than 750 million users, the source said. in the previous section. Google also reported Gemini’s growth in the key business market, seeing a 40% quarter-on-quarter increase in paid monthly users. It didn’t give a hard number here, either.

YouTube’s ad revenue missed Wall Street’s expectations, though it continued to grow year over year.

As Google pushes ad-free viewing as part of its YouTube Premium subscription plans, the video service has seen a decline in ad revenue that has worried investors. Per Price CNBCWall Street expected Alphabet to bring in $9.99 billion in YouTube ads this quarter, but it pulled in $9.88 billion. Alphabet’s CEO Sundar Pichai warned analysts last quarter that investors will evaluate YouTube’s business going forward based on advertising and subscriptions: when users switch to a subscription system on YouTube, it will have a commercial impact.

Last year, YouTube’s annual revenue rose to $60 billion from both advertising and subscriptions, Q4 2025 will bring in $11.4 billion from YouTube ads alone. This quarter, YouTube’s total revenue was $9.9 billion. It’s up 11% year-over-year, the company said, but the decline in analysts’ expectations suggests that consumers are continuing to shift from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We look forward to hearing more about this on the company’s earnings call.

In any case, Alphabet’s stock has soared beyond Wall Street’s expectations, with revenue of $109.9 billion, which includes healthy cloud growth. Cloud revenue alone exceeded $20 billion.